See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,444 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,755 | $76,050+115.3% | $96,544+69.6% | $71,457+129.2% |
| Participation rate | 72.4% | 74.4%-2.0pp | 76.0%-3.5pp | 67.9%+4.5pp |
| Annual return | 25.84% | 22.81%+3.0pp | 25.84%0pp | 28.85%-3.0pp |
| Employer contribution / active EE | $1,751 | $2,244-22.0% | $2,965-40.9% | $2,588-32.3% |
| Participant deferral / active EE | $5,103 | $4,215+21.1% | $4,851+5.2% | $4,289+19.0% |
| Admin fee / account holder | $130 | $2,707-95.2% | $8,252-98.4% | $1,587-91.8% |